Paladin Advisors LLC

Assets, Funds, Holdings

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Regulatory AUM vs AUM

Type	Result	AUM ($B)

Paladin Advisors LLC ✚
CRD #	158478
SEC #	801-77731
CIK #	0001763163
AUM
Employees	5 (80% Investors, 0% Brokers)
Phone	617-202-9653
Address	178 Drinkwater Rd Kensington, NH 03833
Source	[IAPD] [EDGAR] [Website] [LinkedIn]

Total AUM ($M) Copy

AUM Breakdown	Accounts	AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals)	20	8.6
(b) Individuals (high net worth individuals)	58	267.9
(c) Banking or thrift institutions	0	0.0
(d) Investment companies	0	0.0
(e) Business development companies	0	0.0
(f) Pooled investment vehicles	0	0.0
(g) Pension and profit sharing plans	0	0.0
(h) Charitable organizations	0	12.2
(i) State or municipal government entities	0	0.0
(j) Other investment advisers	0	0.0
(k) Insurance companies	0	0.0
(l) Sovereign wealth funds and foreign official institutions	0	0.0
(m) Corporations or other businesses not listed above	0	0.0
(n) Other	7	2.8
Total	342	291.4
By Discretionary
Discretionary	326	280.6
Non-Discretionary	16	10.8
Total	342	291.4
By Non-United States Persons
Non-United States Persons		0.0
United States Persons		291.4
Total	342	291.4

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